Faithful Financial LLC
RIASEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$102K
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 305653
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Faithful Financial LLC is an independent, individual-owned registered investment adviser operating as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and also offers hourly billing for certain services. It is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Henry Netherland
Personal Financial AdvisorCRD 4675008
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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